VisionPoint Advisory Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $302K | Buy |
10,342
+779
| +8% | +$22.8K | 0.07% | 270 |
|
|
2025
Q1 | $239K | Buy |
9,563
+5,072
| +113% | +$127K | 0.08% | 184 |
|
|
2024
Q4 | $125K | Buy |
4,491
+287
| +7% | +$7.99K | 0.04% | 219 |
|
|
2024
Q3 | $109K | Buy |
4,204
+1,360
| +48% | +$35.4K | 0.04% | 217 |
|
|
2024
Q2 | $71.7K | Buy |
2,844
+2,532
| +812% | +$63.8K | 0.03% | 236 |
|
|
2024
Q1 | $7.23K | Buy |
312
+292
| +1,460% | +$6.77K | ﹤0.01% | 493 |
|
|
2023
Q4 | $415 | Buy |
+20
| New | +$415 | ﹤0.01% | 687 |
|